Senior Tax Strategy & Planning Specialist

Hantz Group; Davison (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Job summary

A growing financial services firm in Michigan is seeking a Tax Planner to analyze tax liabilities, prepare and file tax returns, and deliver presentations to clients. The ideal candidate will have over 6 years of related experience, a Bachelor's in Accounting or Finance, and an active CPA or Enrolled Agent license. This position offers health benefits, paid time off, and a flexible work environment while providing opportunities for professional growth within the organization.

Qualifications

• 6+ years relevant experience preparing and reviewing federal, state, and local tax returns.
• Strong sense of professional and personal accountability required.

Responsibilities

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns for clients.
• Deliver presentations to clients and help develop tax strategies.

Skills

Ability to manage competing priorities

Strong written and verbal communication skills

Strong leadership qualities

Basic computer skills

Self-motivated and entrepreneurial spirit

Education

Bachelor’s Degree in Accounting, Finance or related field

Active Enrolled Agent or Certified Public Accountant license

Active Preparer Tax Identification Number (PTIN)

Tools

CCH Axcess Software

Job description

A growing financial services firm in Michigan is seeking a Tax Planner to analyze tax liabilities, prepare and file tax returns, and deliver presentations to clients. The ideal candidate will have over 6 years of related experience, a Bachelor's in Accounting or Finance, and an active CPA or Enrolled Agent license. This position offers health benefits, paid time off, and a flexible work environment while providing opportunities for professional growth within the organization.